Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JELMX (Jhn Hk Modr Mvp1) | 3.81% | 12.76% | 9.32% | 2.84% | 4.22% | 4.63% | 4.40% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JELMX (Jhn Hk Modr Mvp1) | 01/30/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 12.76 | 9.32 | 2.84 | 4.22 | 4.63 | 4.40 | … | … | 3.81 | 9.27 | 8.17 | 10.69 | -17.68 | 7.90 | -1.61 | 16.72 | -3.99 | 11.88 | 5.29 | -0.81 | 4.95 | 10.22 | 10.67 | 2.35 | 10.77 | 27.26 | -24.24 | 0.75 | 0.15 | 0.98 | 7.90 | 13.99 | -3.94 | -0.90 | -1.00 | 6.27 | 5.72 | 12.74 |
| Sharpe Ratio | NA | 1.44 | 0.80 | 0.04 | 0.36 | NA | NA | … | … | 0.76 | 0.84 | 0.66 | 1.01 | -2.31 | 1.28 | -0.15 | 3.17 | -0.81 | 3.64 | 0.89 | -0.14 | 1.07 | 1.98 | 1.79 | 0.17 | 1.37 | 2.26 | -1.53 | -0.29 | -0.29 | -0.24 | 1.08 | 2.07 | -0.57 | -0.32 | -0.59 | 0.34 | 0.28 | 1.08 |
| Standard Deviation(%) | NA | 7.00 | 7.60 | 7.37 | 7.31 | NA | NA | … | … | 8.66 | 7.59 | 6.90 | 7.05 | 8.31 | 6.15 | 11.98 | 4.81 | 6.62 | 3.10 | 5.72 | 5.96 | 4.63 | 5.15 | 5.98 | 13.98 | 7.78 | 12.01 | 16.45 | 8.16 | 11.31 | 5.24 | 6.37 | 6.40 | 8.88 | 10.53 | 8.90 | 8.54 | 8.05 | 9.45 |
| Draw Down(%) | NA | 5.55 | 8.06 | 20.63 | 20.63 | NA | NA | … | … | 5.55 | 7.60 | 3.82 | 7.99 | 19.98 | 2.81 | 16.86 | 2.06 | 8.65 | 1.08 | 3.84 | 6.45 | 3.56 | 4.70 | 3.64 | 9.11 | 5.59 | 14.10 | 31.90 | 6.41 | 12.45 | 6.12 | 8.18 | 4.03 | 10.75 | 10.40 | 9.43 | 5.18 | 11.52 | 7.77 |
| Yield(%) | 0.00 | 5.48 | 5.91 | 3.97 | 4.78 | 5.10 | 4.66 | … | … | 0.00 | 5.51 | 3.00 | 9.62 | 2.31 | 2.93 | 2.56 | 6.37 | 8.42 | 5.88 | 5.95 | 10.94 | 7.78 | 3.14 | 2.70 | 3.73 | 3.01 | 5.36 | 5.76 | 3.49 | 0.00 | 4.16 | 0.00 | 0.00 | 3.43 | 5.74 | 7.23 | 4.40 | 1.49 | 6.19 |
Data as of 06/05/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELMX (Jhn Hk Modr Mvp1) |
-11.80%
Feb 2006 – Feb 2009 |
-5.67%
Feb 2004 – Feb 2009 |
-1.21%
Feb 1999 – Feb 2009 |
2.85%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELMX (Jhn Hk Modr Mvp1) |
18.18%
Feb 2009 – Feb 2012 |
14.32%
Feb 2009 – Feb 2014 |
9.03%
Feb 2009 – Feb 2019 |
6.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart